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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

128 hedge funds and large institutions have $247M invested in Invesco High Yield Equity Dividend Achievers ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
34
Reduced
45
Closed
9
Calls
$2.31M
Puts
$249K
Net Calls
+$2.06M
Net Calls Change
+$822K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$1.38M
2
AI
Atria Investments
North Carolina
+$1.1M
3
EW
Evoke Wealth
California
+$992K
4
RJA
Raymond James & Associates
Florida
+$867K
5
PFS
Prospera Financial Services
Texas
+$863K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.55M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.56M
3
LPL Financial
LPL Financial
California
-$1.54M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.42M
5
SL
Salomon & Ludwin
Virginia
-$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
101
IMA Advisory Services
Colorado
$42K – – –
NSIM
102
North Star Investment Management
Illinois
$37K +$24K +1,374 +186%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$35K -$26.3K -1,500 -43%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$29K +$337 +19 +1%
BlackRock
105
BlackRock
New York
$25K – – –
SWA
106
SOA Wealth Advisors
New York
$21K +$21K +1,177 New
PWA
107
Phoenix Wealth Advisors
North Carolina
$21K +$21K +1,188 New
MCC
108
Money Concepts Capital
Florida
$21K +$21K +1,200 New
RIM
109
Rockbridge Investment Management
New York
$20K – – –
EW
110
Element Wealth
Mississippi
$18K – – –
WWM
111
Wagner Wealth Management
South Carolina
$18K +$18K +1,040 New
Citigroup
112
Citigroup
New York
$17K – – –
SIS
113
Sound Income Strategies
Florida
$14K -$1.51K -86 -10%
AA
114
Addison Advisors
Vermont
$13K +$13K +750 New
APA
115
American Portfolios Advisors
New York
$11.5K -$6.64K -382 -37%
WEC
116
Winslow Evans & Crocker
Massachusetts
$10K – – –
RG
117
Retirement Group
California
$9K -$9.75K -569 -52%
CFA
118
Carroll Financial Associates
North Carolina
$9K – – –
CWA
119
Clearview Wealth Advisors
Oregon
$6K +$6K +320 New
CWC
120
Carolinas Wealth Consulting
North Carolina
$4K +$35 +2 +0.9%
KFI
121
Key Financial Inc
Pennsylvania
$4K +$4K +249 New
AWA
122
Arkadios Wealth Advisors
Georgia
$3K +$3K +196 New
GRP
123
Global Retirement Partners
California
$2K – – –
S
124
SignatureFD
Georgia
$2K +$2K +122 New
TPWA
125
TRUE Private Wealth Advisors
Oregon
$1K – – –
2 3 4
5
6